BAM
HFRO

Byrne Asset Management’s Highland Opportunities and Income Fund HFRO Stock Holding History

Byrne Asset Management’s Portfolio HFRO Stock Details HFRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8K Hold
1,800
– – 0.01% 408
2026
Q1 		$10.3K Hold
1,800
– – 0.01% 428
2025
Q4 		$10.8K Hold
1,800
– – 0.01% 416
2025
Q3 		$11.4K Hold
1,800
– – 0.01% 397
2025
Q2 		$9.36K Hold
1,800
– – 0.01% 407
2025
Q1 		$9.36K Hold
1,800
– – 0.01% 425
2024
Q4 		$9.34K Hold
1,800
– – 0.01% 397
2024
Q3 		$11K Hold
1,800
– – 0.01% 378
2024
Q2 		$11K Hold
1,800
– – 0.01% 360
2024
Q1 		$12.7K Hold
1,800
– – 0.01% 336
2023
Q4 		$13.7K Hold
1,800
– – 0.01% 330
2023
Q3 		$14K Hold
1,800
– – 0.01% 309
2023
Q2 		$16K Hold
1,800
– – 0.01% 352
2023
Q1 		$16K Hold
1,800
– – 0.01% 338
2022
Q4 		$18.5K Hold
1,800
– – 0.01% 327
2022
Q3 		$17K Hold
1,800
– – 0.01% 311
2022
Q2 		$20K Hold
1,800
– – 0.01% 276
2022
Q1 		$21K Hold
1,800
– – 0.01% 303
2021
Q4 		$20K Buy
+1,800
New +$20K 0.01% 295

Other funds holding HFRO

FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return